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Thomas B
CFP®
Sarasota, FL
Bauer Financial Services, Inc.
Thomas Bauer is a CFP® professional with 27 years of industry experience. He founded Bauer Financial Services, Inc., where he has served as the sole advisor since 1994. In addition to his advisory work, Bauer is the president of an income tax preparation and planning business. Bauer Financial Services, Inc. is an independent registered investment adviser providing portfolio management and advisory services to individual clients. The firm manages approximately $21 million in assets across about 67 accounts and is noted for its integration of tax and accounting considerations into its investment guidance.
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